Taleo Candidate Selection Workflow

Understanding Step, Status, and Reasons

Operations & Systems

https://hros.stanford.edu/taleo_recruit_manager/index.html

What is a Candidate Selection Workflow (CSW)?

Candidate Selection Workflow is a stepped methodology where applicants to a job are selected as a candidate and proceed
through the various steps towards being hired for the position, or for disposition of candidates who are no longer being
considered. The process of moving a candidate through the Workflow is defined by the Workflow Steps and the candidates
Status at each Step. This is the point where a either a candidate is moved forward to the next Step, or it is determined that they
will not be selected and the reason why.
Understanding Step, Status and Reason
Step:
A candidates progression within the Workflow is identified by its current Step. Candidate Status starts at the first Status level in
each Step. Their Status is changed based on what actions are taken with the candidate while they are in this Step. There is a
built in hierarchy of available Status with each Step.
Status:
The Status of a candidate reflects the detail of where they are currently within the Step. There is a defined hierarchy of Status
within each Step. Movement through the available Status is caused by completing intermediary Status requirements, which
causes a move to the next Status, until the completion Status is reached (Completion Statuses are marked by an * in the
Status drop down menu). Once the completion Status has been reached, the Candidate moves to the next Step, or is Not
Selected or Candidate Withdrew.
Candidates can be determined Not Selected or Candidate Withdrew at any time during any Step or Status. When a candidate is
identifies as Not Selected or chooses to withdraw, disposition of the candidate should take place. The step would stay the same,
the Status would be changed to Not Selected or Candidate Withdrew. This way, the candidate history is retained and can be
easily viewed for future candidate searches.

Taleo Recruitment Manager: Steps, Status, and Reasons

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Taleo Candidate Selection Workflow

The Candidate Selection Workflow (CSW) represents the process for managing candidates within a requisition. Steps
represent the various steps in the hiring process. Statuses reflect the current status of a candidate within each step. In order for
someone to move to the next step in the CSW, they must first be placed into the Completion Status for that step.

Step

Step Name

New

Phone
Screening

optional

Initial
Status/Default

Interview

Pre-Offer
Checks

To be Requested

(HR only)

6
optional

To be Made

(HR only)

Post-Offer
Checks

To be Requested

Non-Selection Statuses

Pre-Screen completed

Qualified/Proceed

Phone Screen completed

Phone Screen successful/Proceed

1st Interview Completed;

2nd Interview Completed;
3rd Interview Completed;

Interview(s) successful/Proceed

Reference Checks In Progress;

Reference Checks Completed;
Background Check In Progress;
Background Check Completed
Offer Created; Offer Extended;
Offer Refused; Offer In
Negotiation;
Offer Rescinded; Offer Reneged
Background Check In Progress;
Background Check Completed

Pre-Offer Checks
completed/Proceed

Not Selected; Candidate

Withdrew

Offer Accepted

Not Selected; Candidate

Withdrew

Ready to Hire

Not Selected; Candidate

Withdrew

To be Screened

Completion Status

To be Evaluated

To be
Interviewed

Offer

Intermediate Status
(Optional)

(triggers automatic email to candidate to

review application)

Does not meet Basic

Qualifications;
Qualified but Not Selected;
Candidate Withdrew
Not Selected; Candidate
Withdrew

Not Selected; Candidate

Withdrew

(HR only)

Hired

Hire

To be Hired

(HR only)

Taleo Recruitment Manager: Steps, Status, and Reasons

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Key Concepts to Remember

Hierarchy:

A Candidate Selection Workflow (CSW) is comprised of a series of Steps reflecting the progression of
candidates in the Workflow.

Each Step has a group of associated descriptive Status:

Initial status: The first/default status in each step

Intermediate status: Status detailing the Candidates progression within the Step, often
informational.

Completion status: When completed, allows the candidate to advance to the next Step.

Non-Selection status: This ends the candidate participation in the Requisition. Users can select
from a list of detailed reasons to elaborate on why the candidate was not selected or withdrew from
consideration.

Candidate movement:

Candidates change status within a step

Candidates move from one step to the next after reaching the completion status, withdrawing, or Not
Selected

Candidates are assigned a disposition code from a list of available reasons why they were not selected,
and free text fields are available for comments.

Taleo Recruitment Manager: Steps, Status, and Reasons

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